M.Z. KARK & ASSOCIATES, INC

Overview

M.Z. Kark & Associates, Inc. is a small, privately owned corporate RIA that has been SEC-registered since 1985. The firm acts as a capital allocator for both individual/family and institutional clients, offering portfolio management for individuals and small businesses and the selection of third‑party advisers. Its fee arrangements include percentage-of-AUM and fixed-fee models. The firm does not identify as an active ESG investor and is not classified as a multi-state adviser. M.Z. Kark & Associates received placement on investor.com’s "Top RIA Firms to Watch" list in 2020.

Assets & Accounts

Public Holdings

Investments & Alternatives